Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trisha? Claim Your ProfileTrisha Lancaster is a registered representative with PFS Investments Inc. and is licensed to offer securities and investment advisory services in Arizona, California, Colorado, Idaho, Virginia and Washington. Trisha has been in the industry since 2016 and has passed exams for Series 6, Series 63 and SIE. Trisha specializes in providing investment advisory services to individual clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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CA
05/24/2016 - Present
PFS Investments Inc. (TORRANCE CA)
BC
Issued 05/31/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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